Collapse and Expand Rows in Memorized Reports?

Forum|Forum|4 years ago
June 23, 2022
7 replies
51 views

Hello QB Community. I've seen a couple of older posts with this inquiry and am not sure if QuickBooks has updated their program to accommodate this yet. I did just spend 2 hours on the phone with customer support and was informed I should be able to do this but my QuickBooks is not allowing me to. I am trying to create and save a memorized report where I can customize which rows are collapsed and expanded. Every time I try to reopen the memorized report it expands rows that I have previously collapsed and saved. My preference is not to export this to Excel. If anyone has any feedback on this inquiry I would greatly appreciate it. Thank you!!!

QuickBooks Desktop

JessT

Moderator

Hi NikkiNik1,

As of the moment, the memorize feature doesn't include the collapse preference. I see how this would help, so I recommend sending feedback so our engineers will know that you want such an option.

Click on Help and choose Send Feedback Online.
Choose Product Suggestion and enter the details.
Click Send Feedback.

If you want to check for references for QB Desktop, just visit the main support page and click More Topics.

If you have other concerns, feel free to go back to this thread.

NikkiNik1Author

Thank you JessT!!!!

MaxiPax

Hi SussexBee,

I'd like to clarify that this is still not a feature in QB Desktop and want to encourage you to send your feedback using the steps I shared above. Keeping the collapsed or expanded section is really useful.

On the other hand, I'll tell my colleague to edit her answer when she gets back in the office.

Let me know if you have any other concerns about reports.

I have always been able to collapse and expand rows and it offers the feature on the page but nothing happens when I click on expand rows. I need this and it is very frustrating

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